Avaii Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Avaii Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Sell	24,054 -2,827	-11%	-$153K	0.45%	30
2025 Q4	$1.45M	Sell	26,881 -762	-3%	-$41.3K	0.53%	28
2025 Q3	$1.5M	Buy	27,643 +4,943	+22%	+$265K	0.57%	25
2025 Q2	$1.22M	Sell	22,700 -620	-3%	-$32.8K	0.54%	26
2025 Q1	$1.25M	Sell	23,320 -277,530	-92%	-$14.7M	0.67%	23
2024 Q4	$15.7M	Sell	300,850 -34,053	-10%	-$1.81M	7.74%	2
2024 Q3	$18.3M	Buy	+334,903	New	+$18M	9.24%	2

Other funds holding JBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avaii Wealth Management's JBND Position: Q1 2026 in Review

Avaii Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 11% in Q1 2026, selling an estimated $153K and leaving 24,054 shares worth $1.29M. The position accounts for 0.45% of the portfolio, ranked #30.

Avaii Wealth Management first reported a position in JBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $18.3M in Q3 2024. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Avaii Wealth Management held 24,054 shares of JPMorgan Active Bond ETF worth $1.29M as of Q1 2026.
Avaii Wealth Management sold 2,827 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $153K.
JPMorgan Active Bond ETF made up 0.45% of Avaii Wealth Management's portfolio in Q1 2026, its #30 holding.
Avaii Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 7 quarters since.
Avaii Wealth Management's JPMorgan Active Bond ETF position peaked at $18.3M in Q3 2024.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.